In this article:
You will learn how to create an Itinerary report from Search or Tags, add your tour schedule, and share the final report by Email, Download, or Print.
When to use an Itinerary report
Use an Itinerary report to plan and share a property tour schedule with listing details and maps.
Plan a tour with multiple properties
Prepare for buyer showings
Organize open house visits
Share a clear schedule and property details with a client
Itinerary creation (Search or Tags)
Choose the starting point that matches how you selected your listings.
Start from Search
Use this option when you are selecting listings from search results.
Steps:
Open Search
Select the checkboxes next to the listings you want to include
In the footer action bar, click Create Report
Select Itinerary
Start from Tags
Use this option when your listings are already grouped in a tag.
Steps:
Open Tags
Click Click to view and filter tags
Open the tag that contains your listings
Click Create Report
Select Itinerary
By default, the itinerary includes all listings in the tag. Remove listings in the itinerary editor, or select specific listings before you start.
Tour schedule
After the itinerary editor opens, add the schedule details for the tour.
Add the appointment date (required)
Enter the Appointment Date
Add optional schedule details
Add a Start time
Add an End time
Add a Meeting location
Tour stop details
Add appointment details for each listing so your itinerary stays accurate.
Click a listing address in the itinerary editor
Update the details
Add an appointment time
Add notes for the property
Toggle the map view on or off
Click Done
After you review all listings, click Next
Itinerary customization
Before you generate the report, select the details you want recipients to see.
Select who the itinerary is for (optional)
In Prepare For, select a contact from your Contacts list
Select the details to include:
Include brokerage
Include agent name
Include agent phone number
Include My contact information
Include open house information
Include exact address
Include large map
Include neighborhood
Include cross streets
Choose how listing links open
Set what happens when someone clicks a listing link in the itinerary.
Select Open in Perchwell (clients must log in)
Select Open externally with your branding
Itinerary sharing
After you review your itinerary, choose how you want to share it.
Steps:
Select Email
Enter the recipient email address
Update the subject line
Review the message body and make edits as needed
Click Email Report
You and the recipient both receive a copy.
Steps:
Select Print
In your browser’s print dialog, choose your printer and settings
Click Print
Download
Steps:
Select Download
Wait for the PDF to generate
Save the file to your device
Tips
Remove or reorder listings before you share.
Toggle maps on or off for each listing.
Find saved itineraries in your Report Library.
Connect with our Support Team:
✉️ Email: support@perchwell.com
💬 Chat: Navigate to chat icon the bottom of the page to get in contact with our support team.